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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| O'HAGAN GROUP, INC. CRD 315389 | Bethlehem, PA | Corporate platform Corporation | $1.25B | 10 advisors | Percentage of AUM | View | |
| VERGENT ASSET MANAGEMENT CRD 290165 | London | Corporate platform LLP | $1.25B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NEO IVY CAPITAL MANAGEMENT, LLC CRD 284999 | New York, NY | Corporate platform LLC | $1.24B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TD CAPITAL MANAGEMENT LLC CRD 106125 | Memphis, TN | Corporate platform LLC | $1.24B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMAN HILL ASSET MANAGEMENT, LLC CRD 143970 | New Canaan, CT | Corporate platform LLC | $1.24B | 5 advisors | Percentage of AUM | View | |
| MILLER TABAK ASSET MANAGEMENT CRD 147381 | Matawan, NJ | Corporate platform LLC | $1.24B | 3 advisors | Percentage of AUM | View | |
| VERDE SERVICOS INTERNACIONAIS S.A. CRD 171608 | Sao Paulo | Corporate platform Corporation | $1.24B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HODGES CAPITAL MANAGEMENT INC CRD 110080 | Dallas, TX | Corporate platform Corporation | $1.24B | 10 advisors | Percentage of AUM | View | |
| LEAR INVESTMENT MANAGEMENT CRD 174119 | Dallas, TX | Corporate platform LLC | $1.24B | 4 advisors | Percentage of AUM | View | |
| WEALTH DIMENSIONS GROUP, LTD. CRD 107618 | Cincinnati, OH | Corporate platform LLC | $1.24B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KWB WEALTH CRD 300921 | Redlands, CA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | Portland, OR | Corporate platform Corporation | $1.23B | 4 advisors | Percentage of AUM | View | |
| MIDDLETON & COMPANY INC. CRD 104549 | Boston, MA | Corporate platform Corporation | $1.23B | 7 advisors | Percentage of AUM | View | |
| GRAVES LIGHT LENHART CRD 298283 | Harrisonburg, VA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| HENRY H. ARMSTRONG ASSOCIATES, INC. CRD 105510 | Pittsburgh, PA | Corporate platform Corporation | $1.23B | 3 advisors | Percentage of AUM | View | |
| SC&H WEALTH CRD 120666 | Hunt Valley, MD | Corporate platform Corporation | $1.23B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCHITECT CAPITAL CORP. CRD 315010 | San Francisco, CA | Corporate platform Corporation | $1.23B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VISION CAPITAL MANAGEMENT INC CRD 107793 | Portland, OR | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM | View | |
| BERKSHIRE MONEY MANAGEMENT, INC. CRD 124873 | Dalton, MA | Corporate platform Corporation | $1.23B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL GROUP, INC CRD 157109 | Sioux Falls, SD | Corporate platform Corporation | $1.23B | 7 advisors | Percentage of AUM | View | |
| PARKWAY WEALTH MANAGEMENT GROUP, LLC CRD 333971 | Plano, TX | Corporate platform LLC | $1.22B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| RLH EQUITY PARTNERS CRD 157138 | Los Angeles, CA | Corporate platform Corporation | $1.22B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CABOT WEALTH MANAGEMENT CRD 107327 | Beverly, MA | Corporate platform Corporation | $1.22B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT ADVISORY GROUP LLC CRD 109445 | Sarasota, FL | Corporate platform LLC | $1.22B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |